Sarasin Global Dividend Stg Hdg P Inc

Fund
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Fund Info

  • Yield History2.59%
  • 3 Year sharpe1.13
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkMSCI ACWI NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.74%
  • SectorGlobal Equity Income
  • Manager GroupSarasin & Partners
  • DomicileUnited Kingdom
  • ISINGB00BGDF8322

Investment Strategy

The Fund seeks to achieve long-term capital growth in Pounds Sterling terms whilst also generating an income yield of at least 15% higher than the MSCI All Countries World Index (Net). The Fund predominantly invests globally in shares which satisfy Sarasin's thematic process. Sarasin will pay particular attention to the potential for company profitability, good performance and attractive income levels. Cash and near cash, units in collective investment schemes and other types of transferable securities, money market instruments, warrants and deposits may also be used to achieve the objective. The Fund is not constrained by geography, sector or style but manages risk through a variety of theme characteristics. The Fund will seek to hedge the majority of its overseas currency exposure back to Sterling The Fund will not track an index.

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